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  • PGIM India Arbitrage Fund Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly PGIM India Arbitrage Rg Pl Ann DP

PGIM Mutual Funds

PGIM India Arbitrage Fund Inc Dist cum Cap Wdrl (PIDCW-A)

HybridArbitrage

11.4278

NAV (Mar 05)

5.2%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in arbitrage mutual funds.

However, Scripbox does not recommend investing in arbitrage mutual funds.

Arbitrage Funds are designed to take advantage of small differences in prices of securities between the cash and derivatives markets.

Funds in this category deploy different strategies making assessment of each fund a unique exercise.This category has a limited number of funds with a sufficiently long history.These funds are recommended as a tax - efficient alternative to debt funds but the effective tax differential is too small to provide a meaningful benefit to regular consumers who are better off investing in debt funds rather than a complex instrument.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

7 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

139 Cr. Small within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

11.4278

NAV (Mar 5)

Fund Returns

Last 1Y
2.7%
Last 3Y
4.6%
Last 5Y
5.2%
Last 10Y
NA
Since Inception
5.8%
6 Month CAGR
1.9%
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Scheme Information

Investment Objective

To generate income by investing in arbitrage opportunities that potentially exist between the cash and derivatives market as well as within the derivatives segment of the market. Investments may also be made in debt & money market instruments.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Low Risk

Expense Ratio
0.98
Launched (7y ago)
Aug 27, 2014
AUM in Crores
138.406
ISIN
INF223J012M1
Lock-in
No Lock-in
Benchmark
NIFTY 50 Arbitrage TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
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Hitash Dang

Fund Manager

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Kumaresh Ramakrishnan

Fund Manager

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Utkarsh Katkoria

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 487 cr

5

₹ 3,398 cr

5

amc-icon

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 14,118 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,133 debt and 30 hybrid funds.

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  • tel-amc-about
    022-61593000
  • mail-amc-about
    care@pgimindia.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5%

    7.3%

    top-ranked-badge

    32.2%

    12.8%

    top-ranked-badge

    32.2%

    16%

    top-ranked-badge

    %

    3.4%

    top-ranked-badge

    4.8%

    5.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About PGIM India Arbitrage Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    About PGIM India Arbitrage Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    PGIM India Arbitrage Fund Inc Dist cum Cap Wdrl (PIDCW-A) is a Arbitrage Hybrid fund and has delivered an annualised return of 5.8% over a period of 7 years. The fund was previously known as PGIM India Arbitrage Rg Pl Ann DP . The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Hitash Dang, Kumaresh Ramakrishnan, Utkarsh Katkoria

    PGIM India Arbitrage Fund Inc Dist cum Cap Wdrl (PIDCW-A) Investment Objective

    To generate income by investing in arbitrage opportunities that potentially exist between the cash and derivatives market as well as within the derivatives segment of the market. Investments may also be made in debt & money market instruments. . However, there is no assurance that the objective of the scheme will be realized.

    PGIM India Arbitrage Fund Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The PGIM India Arbitrage Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Aug 27, 2014. The NAV (Net Asset Value) of this Arbitrage Hybrid fund as of 2021-03-05 is ₹11.43. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹138.406. The category risk of the PGIM India Arbitrage Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund is Low Risk. The fund charges 0.98 % as expense ratio.

    PGIM India Arbitrage Fund Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Others and has invested 100.3% in this asset class. The top three holdings of the fund are , net receivables / (payables) , pgim india insta csh dr pl gr , future on adani ports & special economic zone ltd , adani ports & special economic zone ltd , 364 dtb 25112021 , 364 dtb 30122021 , future on jsw steel ltd , jsw steel ltd , future on tata steel ltd. , tata steel ltd , future on tata chemicals ltd , tata chemicals ltd , vedanta ltd , future on vedanta ltd , future on canara bank , canara bank , future on hindalco industries ltd , hindalco industries ltd , future on aurobindo pharma ltd , future on indusind bank ltd , aurobindo pharma ltd , indusind bank ltd , clearing corporation of india ltd. , adani enterprises ltd , future on adani enterprises ltd , apollo hospitals enterprise ltd , future on apollo hospitals enterprise ltd , muthoot finance ltd , future on muthoot finance ltd , lic housing finance ltd , future on tata power co ltd , future on lic housing finance ltd , tata power co ltd , future on maruti suzuki india ltd , future on reliance industries ltd , reliance industries ltd , future on nmdc ltd , axis bank ltd , nmdc ltd , maruti suzuki india ltd , future on axis bank ltd , future on escorts ltd , future on piramal enterprises ltd , piramal enterprises ltd , ambuja cements ltd , future on united spirits ltd , future on state bank of india , escorts ltd , state bank of india , united spirits ltd , future on ambuja cements ltd , future on multi commodity exchange of india ltd , multi commodity exchange of india ltd , future on punjab national bank , future on hdfc asset management company limited , hdfc asset management company limited , future on jindal steel & power ltd , jindal steel & power ltd , punjab national bank , indiamart intermesh ltd , future on sbi life insurance company limited , sbi life insurance company limited , future on indiamart intermesh ltd , icici bank ltd , future on icici bank ltd , future on tech mahindra ltd , steel authority of india ltd , future on steel authority of india ltd , tech mahindra ltd , gujarat gas ltd , future on gujarat gas ltd , cholamandalam investment and finance co ltd , future on cholamandalam investment and finance co ltd , future on nippon life india asset management ltd ordinary shares , nippon life india asset management ltd ordinary shares , future on ramco cements ltd , future on apollo tyres ltd , apollo tyres ltd , ramco cements ltd , bata india ltd , future on bata india ltd , bandhan bank ltd , future on indian energy exchange ltd , indian energy exchange ltd , future on bank of baroda , bank of baroda , future on glenmark pharmaceuticals ltd , glenmark pharmaceuticals ltd , future on bandhan bank ltd , bajaj finserv ltd , future on siemens ltd , future on bajaj finserv ltd , siemens ltd , future on granules india ltd , granules india ltd

    PGIM India Arbitrage Fund Inc Dist cum Cap Wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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